Best Investors
Account
Sign in
Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-12-05 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3560 Bridgeport Way W Ste 3E, University Place, WA 98466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Puyallup | WA | 11/2016 | 04/2018 |
| Looker Asphalt | Tacoma | WA | 05/2018 | 12/2021 |
| Bankers Life & Casualty, Inc | Tacoma | WA | 01/2022 | Present |
| Unemployed | Puyallup | WA | 01/2012 | 11/2016 |
| Bankers Life Securities, Inc | Tacoma | WA | 10/2022 | Present |
| Bankers Life Advisory Services | University Place | WA | 12/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Working with prospective investment clients to assist with their retirement planning. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/17/2022 ADDRESS: 3560 Bridgeport Way W STE 3E, University Place WA 98466, United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
Reach out to this advisor